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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

552 hedge funds and large institutions have $4.06B invested in Schwab US Large-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 222 increasing their positions, 204 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
-7
Holders Change %
-1.25%
% of All Funds
12.19%
Holding in Top 10
82
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.53%
% of All Funds
1.81%
New
62
Increased
222
Reduced
204
Closed
58
Calls
$1.58M
Puts
$1.7M
Net Calls
-$114K
Net Calls Change
-$1.2M

Top Buyers

1
SS
Sunbelt Securities
Texas
$69.4M
2
TIM
Total Investment Management
Arizona
$40.7M
3
CCMG
Clark Capital Management Group
Pennsylvania
$19.6M
4
SEI Investments
SEI Investments
Pennsylvania
$65.6M
5
Mariner
Mariner
Kansas
$112M

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$7.41M
2
Financial Engines Advisors
Financial Engines Advisors
California
$920M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$0
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$14.7M
5
PFG
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
551
NWAM LLC
Washington
$757 +$71 +7,112 +10%
FCH
552
Freestone Capital Holdings
Washington
$302 +$302 +30,336 New
RJFSA
553
Raymond James Financial Services Advisors
Florida
– -$35.7M -3,073,864 Closed
PFG
554
Piershale Financial Group
Illinois
– -$17.8M -1,531,264 Closed
MWM
555
MinichMacGregor Wealth Management
New York
– -$9.87M -850,072 Closed
AI
556
Atria Investments
North Carolina
– -$7.44M -640,536 Closed
IAA
557
Independent Advisor Alliance
North Carolina
– -$5.36M -461,744 Closed
CSPIA
558
Cary Street Partners Investment Advisory
Virginia
– -$4.22M -363,392 Closed
FSA
559
Financial Services Advisory
Maryland
– -$4.06M -349,352 Closed
HA
560
HC Advisors
Georgia
– -$3.17M -273,328 Closed
Citadel Advisors
561
Citadel Advisors
Florida
– -$2.28M -196,344 Closed
ECML
562
Eagle Capital Management (Louisiana)
Louisiana
– -$2.18M -187,512 Closed
PPA
563
Parametric Portfolio Associates
Washington
– -$1.56M -134,712 Closed
CWM
564
Chicago Wealth Management
Illinois
– -$1.26M -108,664 Closed
EWM
565
Edge Wealth Management
New York
– -$1.1M -94,672 Closed
PCM
566
Penserra Capital Management
California
– -$972K -83,712 Closed
FEM
567
Fulcrum Equity Management
Texas
– -$878K -75,592 Closed
ACA
568
Ackerman Capital Advisors
Texas
– -$779K -67,104 Closed
SW
569
SkyOak Wealth
Michigan
– -$595K -51,192 Closed
FLA
570
Financial Life Advisors
Texas
– -$586K -50,456 Closed
HAS
571
HBW Advisory Services
California
– -$539K -46,384 Closed
MIP
572
Marietta Investment Partners
Wisconsin
– -$473K -40,704 Closed
GBBWRPM
573
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$465K -40,064 Closed
RPGK
574
Retirement Planning Group (Kansas)
Kansas
– -$461K -39,696 Closed
OCM
575
Orser Capital Management
Texas
– -$398K -34,360 Closed
21 22
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